Keep the opportunity current after a campaign handoff
Add the latest supplied campaign context to the sales opportunity your team already tracks.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Opportunity
Update an existing opportunity.
Why this helps
Opportunity records can lag behind a campaign handoff when updating them is left for later.
- Update an existing opportunity from supplied handoff details.
- Keep current campaign context alongside sales progress.
- Reduce follow-up work after a handoff.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to update the specified Dynamics opportunity with the details in the incoming campaign handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real opportunity reference and update request.
Questions about this workflow
Does this create a new opportunity?
No. The selected action updates an existing opportunity. Use the create opportunity action for a new record.
What information should the handoff include?
Include a reference to the opportunity and the update details you want applied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Creates a text or attachment note, optionally linked to a supported record.
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Create a new account record.
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Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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